Latest Institutional Purchases of Vanguard Total World Stk Index (VT)
This list provides information on the latest institutional transactions involving Vanguard Total World Stk Index (VT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 13, 2025
Q4 2024
|
Threadgill Financial, LLC
|
BUY
|
- |
145K+ 46.04% |
$16.9M - $17.8M
|
459K
$55.9M
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
75.6K+ 2857.5% |
$8.85M - $9.3M
|
78.2K
$9.54M
|
|
Jan 24, 2025
Q4 2024
|
Jennison Associates LLC
|
BUY
|
- |
64.4K+ 1662.95% |
$7.54M - $7.92M
|
68.2K
$8.32M
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
49.1K+ 9.03% |
$5.75M - $6.05M
|
593K
$72.3M
|
|
Jan 23, 2025
Q4 2024
|
Ht Partners LLC
|
BUY
|
- |
25.2K+ 134.17% |
$2.95M - $3.1M
|
43.9K
$5.35M
|
|
Jan 21, 2025
Q4 2024
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
23.4KNew |
$2.74M - $2.88M
|
23.4K
$2.85M
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
19.1KNew |
$2.23M - $2.35M
|
19.1K
$2.32M
|
|
Jan 14, 2025
Q4 2024
|
Bernzott Capital Advisors
|
BUY
|
- |
18.8K+ 83.86% |
$2.2M - $2.31M
|
41.2K
$5.03M
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
17.1K+ 3050.27% |
$2M - $2.11M
|
17.7K
$2.15M
|
|
Jan 22, 2025
Q4 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
17.1KNew |
$2M - $2.1M
|
17.1K
$2.08M
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
16.3K+ 6.84% |
$1.91M - $2.01M
|
255K
$31.1M
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
14.8K+ 25.16% |
$1.73M - $1.82M
|
73.6K
$8.98M
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
12.2K+ 100.12% |
$1.42M - $1.5M
|
24.3K
$2.96M
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
11.1K+ 5.21% |
$1.3M - $1.36M
|
224K
$27.3M
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
10.5K+ 42.61% |
$1.23M - $1.29M
|
35.1K
$4.27M
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
10.4KNew |
$1.22M - $1.28M
|
10.4K
$1.27M
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
10.1KNew |
$1.19M - $1.25M
|
10.1K
$1.23M
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
9.42KNew |
$1.1M - $1.16M
|
9.42K
$1.15M
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
8.93KNew |
$1.05M - $1.1M
|
8.93K
$1.09M
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
8.37K+ 5.66% |
$980K - $1.03M
|
156K
$19.1M
|
|
Jan 23, 2025
Q4 2024
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
8.21KNew |
$961K - $1.01M
|
8.21K
$1M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.1K+ 24.72% |
$949K - $997K
|
40.9K
$4.98M
|
|
Jan 24, 2025
Q4 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
7.42K+ 30.34% |
$869K - $913K
|
31.9K
$3.89M
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
7.09K+ 327.17% |
$831K - $873K
|
9.26K
$1.13M
|
|
Jan 15, 2025
Q4 2024
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
6.37K+ 3.32% |
$745K - $783K
|
198K
$24.1M
|
|
Jan 23, 2025
Q4 2024
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
6.14KNew |
$718K - $755K
|
6.14K
$748K
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
5.76KNew |
$674K - $709K
|
5.76K
$702K
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
5.07KNew |
$593K - $624K
|
5.07K
$618K
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
5.01KNew |
$587K - $617K
|
5.01K
$611K
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
4.4K+ 18.69% |
$515K - $541K
|
27.9K
$3.4M
|
|
Jan 13, 2025
Q4 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
4.34K+ 148.78% |
$508K - $534K
|
7.26K
$885K
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
4.23K+ 15.15% |
$495K - $520K
|
32.1K
$3.92M
|
|
Jan 14, 2025
Q4 2024
|
Bfi Infinity Ltd.
Zurich, V8 |
BUY
|
- |
4.08KNew |
$478K - $502K
|
4.08K
$498K
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
4.05K+ 42.51% |
$474K - $499K
|
13.6K
$1.66M
|
|
Jan 23, 2025
Q4 2024
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
3.17KNew |
$372K - $391K
|
3.17K
$387K
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
3.1K+ 23.48% |
$363K - $382K
|
16.3K
$1.99M
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
2.84K+ 11.55% |
$332K - $349K
|
27.4K
$3.34M
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
2.81KNew |
$329K - $346K
|
2.81K
$343K
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
2.8K+ 11.16% |
$328K - $345K
|
27.9K
$3.4M
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.57KNew |
$300K - $316K
|
2.57K
$313K
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
2.47KNew |
$289K - $303K
|
2.47K
$300K
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
2.26K+ 5.61% |
$264K - $278K
|
42.5K
$5.18M
|
|
Jan 15, 2025
Q4 2024
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
2.18K+ 61.79% |
$256K - $269K
|
5.72K
$697K
|
|
Jan 22, 2025
Q4 2024
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2.04KNew |
$238K - $250K
|
2.04K
$248K
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.96K+ 94.22% |
$229K - $241K
|
4.03K
$492K
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
1.93KNew |
$226K - $238K
|
1.93K
$236K
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
1.9KNew |
$223K - $234K
|
1.9K
$232K
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
1.85K+ 18.87% |
$217K - $228K
|
11.7K
$1.42M
|
|
Jan 14, 2025
Q4 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
1.8K+ 4.49% |
$211K - $222K
|
42K
$5.12M
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
1.8KNew |
$210K - $221K
|
1.8K
$219K
|